+148.5%
VLO vs IONS
-7.3%
+155.8%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -2.4% | +5.6% | +3.1% |
| 7D | +5.8% | -5.3% | +11.1% | +5.4% |
| 30D | +28.3% | +0.3% | +28.1% | +28.4% |
| 3M | +48.7% | -22.9% | +71.6% | +48.7% |
| 6M | +71.9% | -23.4% | +95.3% | +71.5% |
| YTD | +138.7% | -28.3% | +167.0% | +140.0% |
| 1Y | +148.5% | -7.0% | +155.5% | +142.0% |
| All | +148.5% | -7.3% | +155.8% | +142.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded IONS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling